Tax Advisor: Complex Returns & Year‑Round Client Advisory

H&R Block, Inc.; Kansas City (MO); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block in Kansas City is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses while uncovering savings opportunities. You will conduct client interviews to tailor recommendations and build lasting relationships, supported by training and technology.

The role emphasizes in-person client service, collaboration with the team, and a commitment to helping clients navigate complex tax scenarios with confidence.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual returns and business returns
• Experience working in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts clearly
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Tax preparation

Client interviewing

Communication skills

IRS knowledge

Education

Bachelor’s degree in accounting/finance

CPA or EA (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block in Kansas City is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses while uncovering savings opportunities. You will conduct client interviews to tailor recommendations and build lasting relationships, supported by training and technology.

The role emphasizes in-person client service, collaboration with the team, and a commitment to helping clients navigate complex tax scenarios with confidence.